| Serial Number | 88431037 |
| Word Mark | PURPOSE. PLANNING. PORTFOLIO. |
| Filing Date | Wednesday, May 15, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, December 17, 2019 |
| Registration Number | 5936369 |
| Registration Date | Tuesday, December 17, 2019 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 1, 2019 |
| Disclaimer with Predetermined Text | "PLANNING" OR "PORTFOLIO" |
| Goods and Services | Financial planning, namely, financial planning and investment advisory services, estate planning, retirement planning, investment management, income planning, disability income planning, charitable contributions, employee benefits, social security, long term care and life insurance |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, May 31, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, May 7, 2015 |
| First Use In Commerce Date | Thursday, May 7, 2015 |
| Party Name | Ridgegate Financial, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Englewood, CO 80112 |
| Party Name | Ridgegate Financial, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Greenwood Village, CO 80111 |
| Party Name | Ridgegate Financial, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Greenwood Village, CO 80111 |
| Event Date | Event Description |
| Friday, February 5, 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, February 5, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, February 5, 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, December 17, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 1, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 1, 2019 | PUBLISHED FOR OPPOSITION |
| Wednesday, September 11, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, August 29, 2019 | ASSIGNED TO LIE |
| Tuesday, August 13, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Sunday, August 11, 2019 | EXAMINER'S AMENDMENT ENTERED |
| Sunday, August 11, 2019 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Sunday, August 11, 2019 | EXAMINERS AMENDMENT E-MAILED |
| Sunday, August 11, 2019 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, August 1, 2019 | ASSIGNED TO EXAMINER |
| Friday, May 31, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Saturday, May 18, 2019 | NEW APPLICATION ENTERED IN TRAM |